See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,754 | $107,791-11.2% | $90,645+5.6% | $135,375-29.3% |
| Participation rate | 80.0% | 78.0%+2.0pp | 74.0%+6.0pp | 82.6%-2.6pp |
| Annual return | -8.33% | -0.90%-7.4pp | 1.88%-10.2pp | 519.73%-528.1pp |
| Employer contribution / active EE | $1,898 | $3,018-37.1% | $2,532-25.0% | $4,779-60.3% |
| Participant deferral / active EE | $5,583 | $3,872+44.2% | $3,425+63.0% | $5,609-0.5% |
| Admin fee / account holder | $7,514 | $5,930+26.7% | $4,994+50.5% | $10,827-30.6% |